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Long Island Wealth Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Long Island Wealth Management’s Portfolio XTL Stock Details XTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-814
Closed -$65K – 426
2023
Q4 		$65K Buy
+814
New +$57.5K 0.05% 123

Other funds holding XTL

SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Long Island Wealth Management's XTL Position: Q1 2024 in Review

Long Island Wealth Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2024, closing a stake of 814 shares — an estimated $65K sold.

Long Island Wealth Management first reported a position in XTL in Q4 2023 and held it in 1 quarter. The position peaked at $65K in Q4 2023. 40 funds tracked by Wall St. Rank hold XTL as of Q1 2024.

  • Long Island Wealth Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 814 State Street SPDR S&P Telecom ETF shares in Q1 2024, an estimated $65K.
  • Long Island Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $65K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.